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Root Financial Partners’s StoneCo STNE Stock Holding History

Root Financial Partners’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-49
Closed -$692 – 2830
2026
Q1 		$692 Buy
+49
New +$753 ﹤0.01% 2751

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Assenagon Asset Management
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ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Root Financial Partners's STNE Position: Q2 2026 in Review

Root Financial Partners sold out of StoneCo (STNE) in Q2 2026, closing a stake of 49 shares — an estimated $692 sold.

Root Financial Partners first reported a position in STNE in Q1 2026 and held it in 1 quarter. The position peaked at $692 in Q1 2026. 56 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Root Financial Partners reported no remaining StoneCo position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 StoneCo shares in Q2 2026, an estimated $692.
  • Root Financial Partners first reported a position in StoneCo in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's StoneCo position peaked at $692 in Q1 2026.
  • 56 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.